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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,338 | $160,028-67.9% | $147,080-65.1% | $145,884-64.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 45.24% | 98.60%-53.4pp | 420.17%-374.9pp | 551.85%-506.6pp |
| Employer contribution / active EE | $2,182 | $5,286-58.7% | $4,933-55.8% | $4,662-53.2% |
| Participant deferral / active EE | $5,872 | $8,422-30.3% | $8,066-27.2% | $6,690-12.2% |
| Admin fee / account holder | $4,860 | $15,030-67.7% | $12,989-62.6% | $13,392-63.7% |